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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,499 | $64,307+26.7% | $57,347+42.1% | $125,393-35.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.99% | 25.14%-23.1pp | 24.40%-22.4pp | 282.23%-280.2pp |
| Employer contribution / active EE | $6,989 | $3,193+118.9% | $2,689+159.9% | $4,866+43.6% |
| Participant deferral / active EE | $3,382 | $3,847-12.1% | $3,162+6.9% | $5,351-36.8% |
| Admin fee / account holder | $4,469 | $5,242-14.7% | $3,356+33.2% | $9,541-53.2% |